Inflation Fight Complicates Fed's Path as AI & SPCX Valuations Raise Flags

James St. Aubin breaks down how the Fed is balancing dovish tendencies with the need to combat inflation. He explains how potential bank deregulation could help offset the effects of a shrinking balance sheet. James also warns that elevated valuations in SpaceX (SPCX) and AI-related names could trigger a broader “crisis of confidence” if sentiment shifts.

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